See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,525 | $91,190-80.8% | $178,490-90.2% | $79,858-78.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 18.35% | 24.19%-5.8pp | 151.07%-132.7pp | 31.71%-13.4pp |
| Employer contribution / active EE | $1,570 | $3,256-51.8% | $5,011-68.7% | $2,471-36.4% |
| Participant deferral / active EE | $1,189 | $3,236-63.3% | $5,202-77.1% | $3,740-68.2% |
| Admin fee / account holder | $830 | $6,751-87.7% | $13,984-94.1% | $5,306-84.4% |